II. Verify the Job Prospecting details (for manual offer sending)
If you have selected manual offer sending, the Job Offers app does not yet notify vendors after you click the Send Advanced Job Offers button. Instead, it transfers you to the Job Prospecting Wizard. Here the app selects the predefined strategy, fills it out with the job details, and adds the profiles of the potential vendors that match the predefined criteria. For details, see the ‘Job Prospecting Wizard’ section below.
This step enables you to verify the current Job Prospecting conditions before any external parties are notified.
Your browser settings can prevent the Job Prospecting Wizard from opening. If it does not open, you need to change the appropriate content settings for your browser.
Important
When you start the prospecting, the Job Offers app receives data about the job and the related payables. If you change the job details or payables later, those changes will not be reflected in the Job Offers app.
When the prospecting is started manually or automatically, the job status in the Home Portal changes to Offers Sent.
To stop the prospecting, you can either:
cancel the prospecting in the Job Offers app.
select a vendor manually in the Home Portal.
Reverting the job status back to Open will not affect the prospecting.
The Job Prospecting Wizard consists of three steps:
Set Up Job Prospecting. Check the job details, select the Job Prospecting Strategy and Vendor Assignment rules, and click the Continue button.
Preview Vendors List. Here you can see how many vendors fit the criteria of each cascade. You can narrow down the requirements if the list is too big or expand them if too few vendors fit. Here, you can also check the negotiation strategies and contract proposal ranking.
If you decide to switch to another job prospecting strategy, click the Back button and select another strategy in the previous step.
In the Expiry time card, you can check and change the prospecting expiry time, specifying when the job offers sent in the next step will no longer be active. Once everything is correct, click the Send Job Offers button.
Send Job Offers. In this step, you actually send the advanced job offers out.
After the first cascade of job offers is sent, the Show Job Prospecting Status button is displayed. Click it to open the Job Prospecting page. In it, you can:
check the vendors’ responses (see the Monitor your Job Prospects section).
cancel the prospecting (see the Cancel the Job Prospecting section).
